EPISODE · Jul 20, 2022 · 14 MIN
What to Do With Your Old Savings Bonds
from The Agent of Wealth · host Marc Bautis
If you’ve recently uncovered a paper savings bond, this episode of The Agent of Wealth Podcast is for you! In it, Marc Bautis, Founder and Wealth Manager at Bautis Financial, breaks down the need-to-know facts about savings bonds. In this episode, you will learn:What savings bonds are, including the types of savings bonds.How to calculate the value of your savings bonds.How to redeem your savings bonds.The tax implications of redeeming/selling your savings bonds.And more!Resources:Episode Transcript & Blog | Treasurydirect.gov | How to Calculate the Value of Your Savings Bonds | Tax Considerations for I Bonds | How I Bonds Can Hedge Against Inflation | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000Timestamps:0:32 - Introduction 1:57 - What Are Savings Bonds?2:56 - What Type of Savings Bond Do You Have?5:37 - How to Calculate the Value of Your Savings Bonds7:25 - How to Redeem Your Savings Bonds8:25 - Tax Implications of Selling Savings Bonds12:52 - How to Recover Lost Bonds
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If you’ve recently uncovered a paper savings bond, this episode of The Agent of Wealth Podcast is for you! In it, Marc Bautis, Founder and Wealth Manager at Bautis Financial, breaks down the need-to-know facts about savings bonds. In this episode, you will learn: What savings bonds are, including the types of savings bonds.How to calculate the value of your savings bonds.How to redeem your savings bonds.The tax implications of redeeming/selling your savings bonds.And more!Resources: Epi...
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What to Do With Your Old Savings Bonds
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